0001736648-20-000006.txt : 20201102 0001736648-20-000006.hdr.sgml : 20201102 20201102170738 ACCESSION NUMBER: 0001736648-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201102 DATE AS OF CHANGE: 20201102 EFFECTIVENESS DATE: 20201102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Campbell Wealth Management CENTRAL INDEX KEY: 0001736648 IRS NUMBER: 200193064 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19262 FILM NUMBER: 201281210 BUSINESS ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 400 CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 7035355300 MAIL ADDRESS: STREET 1: 330 JOHN CARLYLE STREET STREET 2: SUITE 400 CITY: ALEXANDRIA STATE: VA ZIP: 22314 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001736648 XXXXXXXX 09-30-2020 09-30-2020 Campbell Wealth Management

330 JOHN CARLYLE STREET SUITE 400 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-19262 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 11-02-2020 0 60 611482 false INFORMATION TABLE 2 campbell2020q3_13f.xml CAMPBELL INFORMATION TABLE 3M CO COM 88579Y101 362 2260 SH SOLE 0 0 2260 AMAZON COM INC COM 023135106 693 220 SH SOLE 0 0 220 ANSYS INC COM 03662Q105 245 750 SH SOLE 0 0 750 APPLE INC COM 037833100 2924 25252 SH SOLE 0 0 25252 AT&T INC COM 00206R102 274 9611 SH SOLE 0 0 9611 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 260 1221 SH SOLE 0 0 1221 BRISTOL-MYERS SQUIBB CO COM 110122108 1553 25762 SH SOLE 0 0 25762 CACI INTL INC CL A 127190304 205 961 SH SOLE 0 0 961 CHEVRON CORP NEW COM 166764100 212 2951 SH SOLE 0 0 2951 CONSOLIDATED EDISON INC COM 209115104 267 3426 SH SOLE 0 0 3426 DOMINION ENERGY INC COM 25746U109 999 12651 SH SOLE 0 0 12651 EXXON MOBIL CORP COM 30231G102 858 24992 SH SOLE 0 0 24992 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 204 2601 SH SOLE 0 0 2601 FS KKR CAP CORP II COM 35952V303 3283 223158 SH SOLE 0 0 223158 HOME DEPOT INC COM 437076102 321 1156 SH SOLE 0 0 1156 INTERNATIONAL BUSINESS MACHS COM 459200101 314 2583 SH SOLE 0 0 2583 INVESCO QQQ TR UNIT SER 1 46090E103 39848 143422 SH SOLE 0 0 143422 ISHARES TR CORE S&P500 ETF 464287200 17611 52404 SH SOLE 0 0 52404 ISHARES TR CORE US AGGBD ET 464287226 112600 953759 SH SOLE 0 0 953759 ISHARES TR CORE S&P MCP ETF 464287507 1320 7122 SH SOLE 0 0 7122 ISHARES TR RUS 1000 GRW ETF 464287614 238 1098 SH SOLE 0 0 1098 ISHARES TR RUS 1000 ETF 464287622 41475 221614 SH SOLE 0 0 221614 ISHARES TR RUSSELL 3000 ETF 464287689 13084 66853 SH SOLE 0 0 66853 ISHARES TR ISHS 5-10YR INVT 464288638 45066 741101 SH SOLE 0 0 741101 ISHARES TR CORE 1 5 YR USD 46432F859 3206 62197 SH SOLE 0 0 62197 ISHARES TR CONV BD ETF 46435G102 500 6195 SH SOLE 0 0 6195 LEIDOS HOLDINGS INC COM 525327102 386 4332 SH SOLE 0 0 4332 LOCKHEED MARTIN CORP COM 539830109 470 1225 SH SOLE 0 0 1225 MAINSTREET BANCSHARES INC COM 56064Y100 142 11638 SH SOLE 0 0 11638 MARRIOTT INTL INC NEW CL A 571903202 369 3990 SH SOLE 0 0 3990 MASTERCARD INCORPORATED CL A 57636Q104 331 980 SH SOLE 0 0 980 MCDONALDS CORP COM 580135101 230 1046 SH SOLE 0 0 1046 MERCK & CO. INC COM 58933Y105 238 2864 SH SOLE 0 0 2864 METTLER TOLEDO INTERNATIONAL COM 592688105 552 572 SH SOLE 0 0 572 MICROSOFT CORP COM 594918104 1822 8663 SH SOLE 0 0 8663 NEXTERA ENERGY INC COM 65339F101 721 2597 SH SOLE 0 0 2597 ORACLE CORP COM 68389X105 212 3545 SH SOLE 0 0 3545 PEPSICO INC COM 713448108 238 1719 SH SOLE 0 0 1719 PFIZER INC COM 717081103 211 5760 SH SOLE 0 0 5760 PHILIP MORRIS INTL INC COM 718172109 202 2698 SH SOLE 0 0 2698 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 157167 1949233 SH SOLE 0 0 1949233 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12433 224097 SH SOLE 0 0 224097 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 397 5816 SH SOLE 0 0 5816 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 225 1534 SH SOLE 0 0 1534 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 12462 517759 SH SOLE 0 0 517759 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 14376 186755 SH SOLE 0 0 186755 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 218 1870 SH SOLE 0 0 1870 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 11665 42034 SH SOLE 0 0 42034 SPDR S&P 500 ETF TR TR UNIT 78462F103 846 2526 SH SOLE 0 0 2526 SPDR SER TR PORTFOLIO S&P500 78464A854 251 6384 SH SOLE 0 0 6384 TEXAS INSTRS INC COM 882508104 375 2623 SH SOLE 0 0 2623 UNION PAC CORP COM 907818108 275 1399 SH SOLE 0 0 1399 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 56439 639751 SH SOLE 0 0 639751 VANGUARD INDEX FDS GROWTH ETF 922908736 47908 210483 SH SOLE 0 0 210483 VANGUARD INDEX FDS TOTAL STK MKT 922908769 811 4764 SH SOLE 0 0 4764 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 232 1801 SH SOLE 0 0 1801 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 503 2465 SH SOLE 0 0 2465 VANGUARD WORLD FDS INF TECH ETF 92204A702 221 708 SH SOLE 0 0 708 VERIZON COMMUNICATIONS INC COM 92343V104 334 5622 SH SOLE 0 0 5622 WP CAREY INC COM 92936U109 298 4573 SH SOLE 0 0 4573